Customer-focused leader with years of cross-industry experience driving impactful initiatives across multiple channels.
Articulate communicator skilled in delivering insightful presentations and strengthening relationships with business partners, peers and senior leadership.
Proven mentor, trainer and supervisor of multidisciplinary teams in line with diligent performance initiatives.
Trained computer technologist with 10 years of branch banking experience
Computer systems web development
Coding video editing
Financial Analysis Teller Express Director MX Quark Express
Media graphics Adobe Photoshop Flash MX
Employee Training & Retention
Budgeting & Cost Control
Microsoft Office Suite
Client Relationship Management
Problem Analysis & Resolution
RELEVANT PROFESSIONAL EXPERIENCE
JP MORGAN CHASE, New York, NY 2014-PRESENT
Client Associate Adopter
Maximizes client satisfaction using consultative relationship building approach. Led district in recorded monthly sales. Manages branch operations (e.g. opens & closes branch, controls vault, loads ATMs, TDCs & TCRs etc).
Coordinates financial transactions and referrals. Enhance the client experience by servicing clients and providing operational and administrative support.
Responsible for responding to client inquiries, enrolling and providing maintenance for Internet Banking requests and resolving issues for Signature’s Business and Personal Internet Banking Clients.
Review client account documentation and ensure information is correct and documentation satisfies security measures, compliance and bank regulations. Provide back-up to Internet Banking; answer queries and troubleshoot issues such as enrollment, maintenance, and Bill Pay
TD BANK NORTH New York, NY 2013-2014
Greet and assist Business Clients and Private Client Groups in a friendly and courteous manner via email, phone, and in-person. Examine checks for proper endorsements; verify amounts and customer balances. Increased individual & company sales revenue by identifying, communicating & demonstrating workflow improvements to team.
Educated new & existing customers about bank products & services. Promptly responded to client needs & requests (e.g. established accounts, sold credit cards, cashed checks/deposits, issued money orders & withdrawals, directed referrals etc). Supervised team of bank Tellers.
Responsible for expanding and deepening customer relationships by identifying customers’ needs comprehensively and matching their needs with selections and resources within the colleague’s assigned business line and across all business lines of TD Bank.
CARVER FEDERAL SAVING BANK, NY 2008-2011
Customer Service Representative
Drove acquisitions, cross-sells & referrals. Engaged customers using strong interpersonal skills & product knowledge.
Designed & delivered oral presentations to prospective customers at off-site locations. Serviced customer accounts, verified currency, processed sales, cashed checks & accepted various payments. Facilitated night deposits & balanced cash drawer, ATMS, TDCs & TCRs. Generating sales leads that develop into new customers.
Served as a liaison, provide product/services information and resolve any emerging problems that customer accounts might face with accuracy and efficiency. Identify and assess customers’ needs to achieve satisfaction.
ENVIRONMENTAL PROTECTION AGENCY, Boston, NY 2008-2013
Office Assistant Intern
Demonstrated knowledge of regulatory guidelines
Led performance & practice audit of companies with confirmed or suspected noncompliance
Completed various administrative tasks, including prompt dissemination of time sensitive documentation
Bachelor of Fine Art (Electronic Design & Multimedia), 2010
THE CITY COLLEGE OF NEW YORK, New York, NY
Associates in Science (Multimedia Arts), 2008
BOROUGH OF MANHATTAN COMMUNITY COLLEGE, New York, NY
Top Referring Teller Award, Recognized as highest performing (#1 in sales) teller in District
WOW! Award, Awarded certificate in recognition of excellent performance & legendary customer service, Mentored at-risk & incoming students to support ‘improved retention & graduation rate’ initiative, Provided written & verbal feedback to mentees & Program Coordinator, Helped students identify & pursue their academic, personal & collegiate goals, Peer Mentor